In the last 12 months, insiders at TWFG, Inc. ($TWFG) filed 89 transactions with the SEC: 18 open-market purchases totaling $17,441,231 and 0 sales totaling $0. Net insider sentiment: net buying.
TWFG, Inc. operates in the Insurance agents, brokers & service industry (Finance sector).
Most Active Insiders
- DOAK MICHAEL (Director) — 7 transactions totaling $9,999,995
- Bunch Richard F. III (President and CEO) — 17 transactions totaling $4,480,391
- Bunch Michelle Caroline (Director) — 17 transactions totaling $4,480,391
- Nolan Katherine C (Chief Operating Officer) — 7 transactions totaling $733,867
- Zwinggi Janice E. (Chief Financial Officer) — 7 transactions totaling $542,832
View all SEC Filings for TWFG, Inc. (TWFG).
Set Up your own filters →Recent Insider Transactions
| Transaction Date | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|
| March 31, 2026 | Padgett Gene | Chief Accounting Officer | F | Class A Common Stock | 224 | $18.39 | 4,805.0000 | 33,893,810 | 4.45% | 0.00% |
| March 31, 2026 | Padgett Gene | Chief Accounting Officer | A | Class A Common Stock | 3250 | $0.00 | 5,029.0000 | 33,893,810 | 182.69% | 0.01% |
| March 31, 2026 | Benes Julie E. | General Counsel and Secretary | F | Class A Common Stock | 337 | $18.39 | 43,625.0000 | 33,893,810 | 0.77% | 0.00% |
| March 31, 2026 | Benes Julie E. | General Counsel and Secretary | A | Class A Common Stock | 5000 | $0.00 | 43,962.0000 | 33,893,810 | 12.83% | 0.01% |
| March 31, 2026 | Bunch Charles Alexander | Chief Creative & Marketing Off | F | Class A Common Stock | 326 | $18.39 | 42,758.0000 | 33,893,810 | 0.76% | 0.00% |
| March 31, 2026 | Bunch Charles Alexander | Chief Creative & Marketing Off | A | Class A Common Stock | 5000 | $0.00 | 43,084.0000 | 33,893,810 | 13.13% | 0.01% |
| March 31, 2026 | Bunch Michelle Caroline | Director | F | Class A Common Stock | 2133 | $18.39 | 701,358.0000 | 33,893,810 | 0.30% | 0.01% |
| March 31, 2026 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 27500 | $0.00 | 703,491.0000 | 33,893,810 | 4.07% | 0.08% |
| March 31, 2026 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 4000 | $0.00 | 701,358.0000 | 33,893,810 | 0.57% | 0.01% |
| March 31, 2026 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 4000 | $0.00 | 701,358.0000 | 33,893,810 | 0.57% | 0.01% |
| March 31, 2026 | Bunch Richard F. III | President and CEO | F | Class A Common Stock | 2133 | $18.39 | 701,358.0000 | 33,893,810 | 0.30% | 0.01% |
| March 31, 2026 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 27500 | $0.00 | 703,491.0000 | 33,893,810 | 4.07% | 0.08% |
| March 31, 2026 | Anderson Jonathan James | Director | A | Class A Common Stock | 4000 | $0.00 | 10,117.0000 | 33,893,810 | 65.39% | 0.01% |
| March 31, 2026 | Nolan Katherine C | Chief Operating Officer | F | Class A Common Stock | 828 | $18.39 | 93,608.0000 | 33,893,810 | 0.88% | 0.00% |
| March 31, 2026 | Nolan Katherine C | Chief Operating Officer | A | Class A Common Stock | 12500 | $0.00 | 94,436.0000 | 33,893,810 | 15.26% | 0.04% |
| March 31, 2026 | Vijaya Gopal Mohan Babu | Chief Technology Officer | A | Class A Common Stock | 3250 | $0.00 | 3,677.0000 | 33,893,810 | 761.12% | 0.01% |
| March 31, 2026 | McGuire Andrew Vincent | Chief Underwriting Officer | A | Class A Common Stock | 4000 | $0.00 | 4,000.0000 | 33,893,810 | 9999.99% | 0.01% |
| March 31, 2026 | Zwinggi Janice E. | Chief Financial Officer | F | Class A Common Stock | 839 | $18.39 | 65,024.0000 | 33,893,810 | 1.27% | 0.00% |
| March 31, 2026 | Zwinggi Janice E. | Chief Financial Officer | A | Class A Common Stock | 12500 | $0.00 | 65,863.0000 | 33,893,810 | 23.42% | 0.04% |
| March 31, 2026 | Ferracone Robin A | Director | A | Class A Common Stock | 4000 | $0.00 | 26,117.0000 | 33,893,810 | 18.09% | 0.01% |
| March 31, 2026 | Wong Janet S. | Director | A | Class A Common Stock | 4000 | $0.00 | 12,617.0000 | 33,893,810 | 46.42% | 0.01% |
| March 31, 2026 | DOAK MICHAEL | Director | A | Class A Common Stock | 4000 | $0.00 | 598,352.0000 | 33,893,810 | 0.67% | 0.01% |
| Dec. 1, 2025 | Vijaya Gopal Mohan Babu | Chief Technology Officer | A | Class A Common Stock | 427 | $0.00 | 427.0000 | 33,893,810 | 9999.99% | 0.00% |
| July 17, 2025 | Zwinggi Janice E. | Chief Financial Officer | F | Class A Common Stock | 7338 | $33.16 | 53,363.0000 | 33,893,810 | 12.09% | 0.02% |
| July 17, 2025 | Nolan Katherine C | Chief Operating Officer | F | Class A Common Stock | 11588 | $33.16 | 81,936.0000 | 33,893,810 | 12.39% | 0.03% |
| July 17, 2025 | Bunch Michelle Caroline | Director | F | Class A Common Stock | 17749 | $33.16 | 671,991.0000 | 33,893,810 | 2.57% | 0.05% |
| July 17, 2025 | Bunch Richard F. III | President and CEO | F | Class A Common Stock | 17749 | $33.16 | 671,991.0000 | 33,893,810 | 2.57% | 0.05% |
| July 17, 2025 | Bunch Charles Alexander | Chief Creative & Marketing Off | F | Class A Common Stock | 6187 | $33.16 | 38,084.0000 | 33,893,810 | 13.98% | 0.02% |
| July 17, 2025 | Benes Julie E. | General Counsel and Secretary | F | Class A Common Stock | 6187 | $33.16 | 38,962.0000 | 33,893,810 | 13.70% | 0.02% |
| March 31, 2025 | Ferracone Robin A | Director | A | Class A Common Stock | 2588 | $0.00 | 22,117.0000 | 33,893,810 | 13.25% | 0.01% |
| March 31, 2025 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 2588 | $0.00 | 689,740.0000 | 33,893,810 | 0.38% | 0.01% |
| March 31, 2025 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 16175 | $0.00 | 689,740.0000 | 33,893,810 | 2.40% | 0.05% |
| March 31, 2025 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 16175 | $0.00 | 689,740.0000 | 33,893,810 | 2.40% | 0.05% |
| March 31, 2025 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 2588 | $0.00 | 689,740.0000 | 33,893,810 | 0.38% | 0.01% |
| March 31, 2025 | Anderson Jonathan James | Director | A | Class A Common Stock | 2588 | $0.00 | 6,117.0000 | 33,893,810 | 73.34% | 0.01% |
| March 31, 2025 | Benes Julie E. | General Counsel and Secretary | A | Class A Common Stock | 2588 | $0.00 | 45,149.0000 | 33,893,810 | 6.08% | 0.01% |
| March 31, 2025 | Zwinggi Janice E. | Chief Financial Officer | A | Class A Common Stock | 6470 | $0.00 | 60,701.0000 | 33,893,810 | 11.93% | 0.02% |
| March 31, 2025 | Nolan Katherine C | Chief Operating Officer | A | Class A Common Stock | 6470 | $0.00 | 93,524.0000 | 33,893,810 | 7.43% | 0.02% |
| March 31, 2025 | Bunch Charles Alexander | Chief Creative & Marketing Off | A | Class A Common Stock | 2588 | $0.00 | 44,271.0000 | 33,893,810 | 6.21% | 0.01% |
| March 31, 2025 | Padgett Gene | Chief Accounting Officer | A | Class A Common Stock | 1779 | $0.00 | 1,779.0000 | 33,893,810 | 9999.99% | 0.01% |
| March 31, 2025 | DOAK MICHAEL | Director | A | Class A Common Stock | 2588 | $0.00 | 594,352.0000 | 33,893,810 | 0.44% | 0.01% |
| March 31, 2025 | Wong Janet S. | Director | A | Class A Common Stock | 2588 | $0.00 | 8,617.0000 | 33,893,810 | 42.93% | 0.01% |
| Jan. 17, 2025 | Bunch Michelle Caroline | Director | F | Class A Common Stock | 13095 | $30.70 | 670,977.0000 | 33,893,810 | 1.91% | 0.04% |
| Jan. 17, 2025 | Benes Julie E. | General Counsel and Secretary | F | Class A Common Stock | 6447 | $30.70 | 42,561.0000 | 33,893,810 | 13.16% | 0.02% |
| Jan. 17, 2025 | Nolan Katherine C | Chief Operating Officer | F | Class A Common Stock | 7431 | $30.70 | 87,054.0000 | 33,893,810 | 7.86% | 0.02% |
| Jan. 17, 2025 | Zwinggi Janice E. | Chief Financial Officer | F | Class A Common Stock | 7592 | $30.70 | 54,231.0000 | 33,893,810 | 12.28% | 0.02% |
| Jan. 17, 2025 | Bunch Charles Alexander | Chief Creative & Marketing Off | F | Class A Common Stock | 6447 | $30.70 | 41,755.0000 | 33,893,810 | 13.37% | 0.02% |
| Jan. 17, 2025 | Bunch Richard F. III | President and CEO | F | Class A Common Stock | 13095 | $30.70 | 670,977.0000 | 33,893,810 | 1.91% | 0.04% |
| Nov. 26, 2024 | Benes Julie E. | General Counsel and Secretary | P | Class A Common Stock | 950 | $33.53 | 49,008.0000 | 33,893,810 | 1.98% | 0.00% |
| July 19, 2024 | Bunch Charles Alexander | Chief Creative & Marketing Off | P | Class A Common Stock | 72 | $17.00 | 72.0000 | 659,439 | 9999.99% | 0.01% |
| July 19, 2024 | Bunch Charles Alexander | Chief Creative & Marketing Off | P | Class A Common Stock | 72 | $17.00 | 72.0000 | 659,439 | 9999.99% | 0.01% |
| July 17, 2024 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 135205 | $0.00 | 135,205.0000 | 659,439 | 9999.99% | 20.50% |
| July 17, 2024 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 135205 | $0.00 | 135,205.0000 | 659,439 | 9999.99% | 20.50% |
| July 19, 2021 | Bunch Richard F. III | President and CEO | M | LLC Units in TWFG Holding Company, LLC | 342362 | $0.00 | 33,893,810.0000 | 0 | 1.02% | 0.00% |
| July 17, 2024 | Bunch Charles Alexander | Chf Creative & Marketing Off | A | Class A Common Stock | 47058 | $0.00 | 47,058.0000 | 659,439 | 9999.99% | 7.14% |
| July 19, 2024 | Bunch Charles Alexander | Chf Creative & Marketing Off | P | Class A Common Stock | 1000 | $17.00 | 48,058.0000 | 659,439 | 2.13% | 0.15% |
| July 17, 2024 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 3529 | $0.00 | 1,876,728.0000 | 659,439 | 0.19% | 0.54% |
| July 17, 2025 | Bunch Michelle Caroline | Director | A | Class A Common Stock | 147058 | $0.00 | 1,838,360.0000 | 33,893,810 | 8.69% | 0.43% |
| July 19, 2024 | Bunch Michelle Caroline | Director | M | Class A Common Stock | 342262 | $0.00 | 2,371,898.0000 | 659,439 | 16.86% | 51.90% |
| July 19, 2024 | Bunch Michelle Caroline | Director | P | Class A Common Stock | 5850 | $17.00 | 2,371,898.0000 | 659,439 | 0.25% | 0.89% |
| July 19, 2024 | Bunch Michelle Caroline | Director | P | Class A Common Stock | 185426 | $17.00 | 2,371,898.0000 | 659,439 | 8.48% | 28.12% |
| July 19, 2024 | Bunch Michelle Caroline | Director | P | Class A Common Stock | 5850 | $17.00 | 2,366,048.0000 | 659,439 | 0.25% | 0.89% |
| July 19, 2024 | Bunch Michelle Caroline | Director | P | Class A Common Stock | 5850 | $17.00 | 2,371,898.0000 | 659,439 | 0.25% | 0.89% |
| July 19, 2024 | Bunch Michelle Caroline | Director | A | Class C Common Stock | 33893810 | $0.00 | 33,893,810.0000 | 659,439 | 9999.99% | 100.00% |
| July 19, 2024 | Bunch Michelle Caroline | Director | M | LLC Units in TWFG Holding Company, LLC | 342362 | $0.00 | 33,893,810.0000 | 659,439 | 1.00% | 51.92% |
| July 19, 2024 | DOAK MICHAEL | Director | P | Class A Common Stock | 588235 | $17.00 | 595,293.0000 | 659,439 | 8334.30% | 89.20% |
| July 19, 2024 | DOAK MICHAEL | Director | J | Class B LLC Units in TWFG Holding Company, LLC | 1820234 | $0.00 | 0.0000 | 659,439 | 100.00% | 100.00% |
| July 19, 2024 | Ferracone Robin A | Director | P | Class A Common Stock | 16000 | $17.00 | 19,529.0000 | 659,439 | 453.39% | 2.43% |
| July 17, 2024 | Ferracone Robin A | Director | A | Class A Common Stock | 3529 | $0.00 | 3,529.0000 | 659,439 | 9999.99% | 0.54% |
| July 19, 2024 | Wong Janet S. | Director | P | Class A Common Stock | 2500 | $17.00 | 6,029.0000 | 659,439 | 70.84% | 0.38% |
| July 17, 2024 | Wong Janet S. | Director | A | Class A Common Stock | 3529 | $0.00 | 3,529.0000 | 659,439 | 9999.99% | 0.54% |
| July 19, 2024 | Zwinggi Janice E. | Chief Financial Officer | P | Class A Common Stock | 3000 | $17.00 | 61,823.0000 | 659,439 | 5.10% | 0.45% |
| July 17, 2024 | Zwinggi Janice E. | Chief Financial Officer | A | Class A Common Stock | 58823 | $0.00 | 58,823.0000 | 659,439 | 9999.99% | 8.92% |
| July 19, 2024 | Benes Julie E. | General Counsel and Secretary | P | Class A Common Stock | 1000 | $17.00 | 48,058.0000 | 659,439 | 2.13% | 0.15% |
| July 17, 2024 | Benes Julie E. | General Counsel and Secretary | A | Class A Common Stock | 47058 | $0.00 | 47,058.0000 | 659,439 | 9999.99% | 7.14% |
| July 19, 2024 | Nolan Katherine C | Chief Operating Officer | P | Class A Common Stock | 6250 | $17.00 | 94,485.0000 | 659,439 | 7.08% | 0.95% |
| July 17, 2024 | Nolan Katherine C | Chief Operating Officer | A | Class A Common Stock | 88235 | $0.00 | 88,235.0000 | 659,439 | 9999.99% | 13.38% |
| July 17, 2024 | Anderson Jonathan James | Director | A | Class A Common Stock | 3529 | $0.00 | 3,529.0000 | 659,439 | 9999.99% | 0.54% |
| July 17, 2024 | DOAK MICHAEL | Director | A | Class A Common Stock | 3529 | $0.00 | 595,293.0000 | 659,439 | 0.60% | 0.54% |
| July 19, 2024 | DOAK MICHAEL | Director | J | Class B LLC Units in TWFG Holding Company, LLC | 1820234 | $0.00 | 1,820,234.0000 | 659,439 | 9999.99% | 100.00% |
| July 19, 2024 | DOAK MICHAEL | Director | J | Class B Common Stock | 1820234 | $0.00 | 1,820,234.0000 | 659,439 | 9999.99% | 100.00% |
| July 17, 2025 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 147058 | $0.00 | 2,020,257.0000 | 33,893,810 | 7.85% | 0.43% |
| July 17, 2024 | Bunch Richard F. III | President and CEO | A | Class A Common Stock | 3529 | $0.00 | 2,017,936.0000 | 659,439 | 0.18% | 0.54% |
| July 19, 2024 | Bunch Richard F. III | President and CEO | M | Class A Common Stock | 342262 | $0.00 | 2,551,474.0000 | 659,439 | 15.49% | 51.90% |
| July 19, 2024 | Bunch Richard F. III | President and CEO | P | Class A Common Stock | 185426 | $17.00 | 2,551,474.0000 | 659,439 | 7.84% | 28.12% |
| July 19, 2024 | Bunch Richard F. III | President and CEO | P | Class A Common Stock | 5850 | $17.00 | 2,551,474.0000 | 659,439 | 0.23% | 0.89% |
| July 19, 2024 | Bunch Richard F. III | President and CEO | P | Class A Common Stock | 5850 | $17.00 | 2,545,624.0000 | 659,439 | 0.23% | 0.89% |
| July 19, 2024 | Bunch Richard F. III | President and CEO | P | Class A Common Stock | 5850 | $17.00 | 2,551,474.0000 | 659,439 | 0.23% | 0.89% |
| July 19, 2024 | Bunch Richard F. III | President and CEO | A | Class C Common Stock | 33893810 | $0.00 | 33,893,810.0000 | 659,439 | 9999.99% | 100.00% |